Private Advisor Group
47yrs
Top advisor by experience at Private Advisor Group
25yrs
Travis Jacques is a fiduciary financial advisor in Morristown, New Jersey, with 25 years in the industry. Travis joined Private Advisor Group in 2016, after six years at Morgan Stanley and six years at Morgan Keegan & Company. Private Advisor Group offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 1155 advisors with offices in Morristown, and one of 1029 fiduciaries.
At a glance
Experience25 years (since 2001)
How that compares ?More experience than 73% of advisors nationwide
Office305 Madison Avenue, Morristown, NJ 07960
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$330,212
Advisors at the firm851
States licensed ?1 state
Services through Private Advisor Group
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2016 – nowPrivate Advisor Group, LLCCurrent firm
- 2009 – 2016Morgan StanleyPreviously
- 2004 – 2009Morgan Keegan & Company, LLCPreviously
Contact Travis
(973) 538-7010Private Advisor Group main office 305 Madison AvenueMorristown, NJ 07960Office · Get directions YouTube channelPrivate Advisor Group
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Questions to ask Travis
Tailored to Travis’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Travis
How do I contact Travis?
Call Private Advisor Group at (973) 538-7010 and ask for Travis Jacques. Travis works from the Morristown, NJ office.
How long has Travis been a financial advisor?
Travis has been in the industry since 2001, about 25 years. More experience than 73% of advisors nationwide.
What licenses does Travis hold?
Series 66. Tap any license on this page to see what it allows.
Is Travis a fiduciary?
Travis is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Travis paid?
Private Advisor Group reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Travis for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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